Following Verizon and Apple’s quarterly earnings reports, AT&T has just released their numbers for the last quarter, and the iPhone 5 made it another banner period for Ma Bell: they activated 8.6 million iPhones last quarter, with 16% going to new AT&T customers.
Here’s the breakdown of AT&T’s numbers this quarter:
• $(0.68) diluted EPS in the fourth quarter compared to $(1.12) diluted EPS in the year-ago period. Excluding significant items and adjusting for the sale of Advertising Solutions, EPS was $0.44 versus $0.40, up 10 percent year over year.
• For full-year 2012, excluding significant items and adjusting for the sale of Advertising Solutions, EPS was up 8.5 percent year over year.
• Consolidated revenues of $32.6 billion, up 0.2 percent versus reported results for the year-earlier period, and up 2.8 percent excluding Advertising Solutions and Superstorm Sandy impact.
• Record cash from operations of $39.2 billion and record free cash flow for full-year 2012 $4.4 billion in stock buybacks in the fourth quarter with 126.6 million shares repurchased; for the full year, the company repurchased 371 million shares, or about 6 percent of shares outstanding, for $12.8 billion $23 billion returned to shareowners in 2012 through dividends and share repurchases.
• Wireless revenues up 5.7 percent versus the year-ago quarter; wireless service revenues up 4.2 percent.
• 780,000 wireless postpaid net adds, largest increase in three years; 1.1 million increase in total net wireless subscribers.
• Record smartphone sales of 10.2 million, the most ever sold by any U.S. carrier; postpaid smartphone customer base now 47.1 million, up 2.5 million from third-quarter 2012.
• Smartphones constitute 89 percent of postpaid phone sales.
• Postpaid wireless subscriber ARPU (average monthly revenues per subscriber) up 1.9 percent to $64.98.
More details below, but it seems despite the fact that Apple’s performance disappointed Wall Street this quarter, everyone who relies upon Apple to do their business is swimming in money.